Method and system for steerable medical device path definition and following during insertion and retraction

ABSTRACT

Waypoints for a steerable medical device are stored as the steerable medical device is moved within a patient. The stored waypoints are an ordered sequence of locations. The ordered sequence of locations defines a safe path within the patient for moving an articulatable portion of the steerable medical device. The articulatable portion of the steerable medical device is constrained to follow the safe path as the articulatable portion moves within the patient. For example, the articulatable portion of the steerable medical device is constrained to remain within a boundary region enclosing the safe path as the articulatable portion of the steerable medical device follows the safe path.

RELATED APPLICATION

The present application is a continuation-in-part application ofcommonly assigned U.S. patent application Ser. No. 12/613,739, filedNov. 6, 2009 entitled “Method And System For Steerable Medical DevicePath Definition And Following During Insertion And Retraction,” namingas inventors, Caitlin Donhowe et al., which claims the benefit of U.S.Provisional Patent Application No. 61/113,534 filed Nov. 11, 2008entitled “Method for Robotic Endoscope Path Definition and FollowingDuring Insertion and Retraction,” naming as inventors, Caitlin Donhowe,Jun Zhang, Kristoffer Donhowe, Eric Storne, Thomas Yorkey, Kenneth R.Krieg, and Amir Belson, each of which is incorporated herein byreference in its entirety.

BACKGROUND

Field of Invention

Aspects of this invention are related to medical device path planning,and more particularly are related to path planning for an articulatablemulti-segment medical device.

Related Art

An endoscope is a medical device for visualizing the interior of apatient's body. Endoscopes have been used for a variety of medicaldiagnostic procedures and for a variety of medical interventionalprocedures.

Many different types of endoscopes are known. For example, one steerableendoscope has an elongated body with a steerable distal portion and anautomatically controlled proximal portion. Such an endoscope isdescribed in U.S. Pat. No. 6,468,203 B2, entitled “Steerable Endoscopeand Improved Method of Insertion,” of Amir Belson issued on Oct. 22,2002, which is incorporated herein by reference in its entirety.

In general, conventional medical device path-planning is performed usingmedical imaging data usually CAT, X-ray, MRI, PET of fluoroscopy imagingdata. Path-planning is considered in U.S. Pat. No. 5,611,025, entitled“Virtual internal cavity inspection system,” issued Mar. 11, 1997; U.S.Pat. No. 7,167,180, entitled “Automatic path planning system andmethod,” issued Jan. 23,2007; U.S. Pat. No. 6,380,958, entitled“Medical-technical System,” issued Apr. 30, 2002; U.S. PatentApplication Publication No. US 2008/0091340 A1 (filed Dec. 26, 2004,disclosing “Targeted Marching”); and U.S. Patent Application PublicationNo. US 2003/0109780 A1 (filed Jun. 6, 2002, disclosing “Methods andApparatus for Surgical Planning”).

SUMMARY

Unlike prior art methods that required path planning prior to use of asteerable medical device, waypoints of a steerable medical device arestored as the device is moved within a patient. The stored waypoints arean ordered sequence of locations. The ordered sequence of locationsdefines a safe path within the patient for moving an articulatableportion of the steerable medical device.

Thus, the articulatable portion of the steerable medical device isconstrained to follow the safe path as the articulatable portion moveswithin the patient or as the device is inserted into the patient. In oneaspect, the articulatable portion of the steerable medical device isconstrained to remain within a boundary region enclosing the safe path.

In one aspect, a process of constraining the steerable medical deviceincludes retrieving, by a processor, the stored ordered sequence oflocations. The processor next generates, using the ordered sequence oflocations, a configuration of the articulatable portion of the steerablemedical device so that the device follows the safe path. Based on theconfiguration, the processor sends at least one command to a controllerto actuate the articulatable portion of the steerable medical devicebased on the configuration.

In one embodiment, the articulatable portion of the steerable medicaldevice includes a segment of the steerable medical device. The segment,in turn, includes a plurality of links.

In another aspect, the boundary region is a tube having a cross-section.Examples of cross-sections include, but are not limited to, a circularcross-section, an oblate cross-section, and a rectangular crosscross-section.

In still yet another aspect, constraining the articulatable portion ofthe steerable medical device to remain within a boundary regionenclosing the safe path includes generating position and orientationdata for each of the plurality of segments. This process uses theordered sequence of locations and a kinematic model of the plurality ofsegments of the steerable medical device.

The process of generating position and orientation data for each of theplurality of segments includes minimizing a cost function. In oneaspect, minimizing a cost function further includes minimizing the sumof the absolute values of relative joint angles, with an additionalconstraint that link positions must remain within some distance of thesafe path formed by the waypoints.

In another embodiment, a process maintains articulatable segments of amedical device within a boundary region while transmitting a proximalroll to the distal end of the device. This is done on a per segmentbasis, from a proximal end of each articulatable segment of the medicaldevice to a distal end of the each articulatable segment. A shape of theeach articulatable segment is maintained during the transmitting so thateach articulatable segment remains in the boundary region.

In one aspect, the roll is transmitted segment by segment by generatinga new pitch angle α′ and a new yaw angle β′ for an articulatable segmentwhile maintaining an approximate bend angle φ and a direction θ when abase of the articulatable segment rolls though an angle −Δγ. Thearticulatable segment prior to the roll had a pitch angle α and a yawangle β. The approximate bend angle φ is

φ=√{square root over (α²+β²)}.

The direction θ is

θ=arctan(α/β),

where arctan represents the arctangent function.

In another aspect, the roll is transmitted by performing an iterativesolution on a processor using a kinematic model. The iterative solutionis done on an articulatable segment by articulatable segment basis togenerate orientation data corresponding to the desired distal roll for agiven proximal roll for each articulatable segment. The orientation dataincludes pitch and yaw angles, in one aspect. The processor sends atleast one command to a controller of the medical device to configure themedical device so that each articulatable segment has the yaw and pitchangles for that articulatable segment.

An apparatus includes a steerable medical device having an articulatableportion. The articulatable portion includes at least one articulatablesegment. The apparatus also includes a controller, coupled to thesteerable medical device. The controller includes a processor, and amedical device controller coupled to the processor and to the steerablemedical device. The processor stores in the memory an ordered sequenceof locations of waypoints. The processor also analyzes the orderedsequence of locations and outputs to the medical device controller atlease one command to constrain the articulatable portion within aboundary region enclosing a safe path defined by the ordered sequence oflocation.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a diagrammatic view of a steerable medical device including anarticulatable portion, and a safe path.

FIG. 2 is a diagrammatic view of an apparatus used in one aspect of theprocesses and operations described herein.

FIGS. 3A to 3C are diagrammatic views of boundary regions enclosing asafe path.

FIG. 4 is a process flow diagram for one embodiment of a method ofconfiguring a steerable medical device to follow a safe path.

FIG. 5 is a diagrammatic view of elements of a kinematic model that canbe used in the method of FIG. 4.

FIG. 6 is an illustration of an approximate change in joint angles dueto roll.

FIG. 7 is a diagrammatic view of elements of a kinematic model that canbe used in the method of FIG. 8.

FIG. 8 is a process flow diagram for one embodiment of a methodtransferring roll distally in a medical device with articulatablesegments.

FIG. 9 is a diagrammatic view of another apparatus used in one aspect ofthe processes and operations described herein.

In the drawings, the first digit of a figure number indicates the figurein which the element with that figure number first appeared.

DETAILED DESCRIPTION

In one aspect, a steerable medical device 100 (FIG. 1), sometimesreferred to as medical device 100, includes a plurality of segments101-1, 101-1-2, 101-3 . . . . In the embodiment of FIG. 1, at leastthree segments 101-1, 101-2, 101-3 include a plurality of movable links102-1, 102-2 and 102-3, respectively. In one aspect, a tip of steerablemedical device 100 is at distal end 120 and typically includes at leasta camera.

The use of a steerable medical device with at least three segments eachhaving a plurality of movable links is illustrative only and in notintended to be limiting. In view of this disclosure, a steerable medicaldevice may include from at least one segment having a plurality of linksto a number of segments with movable links needed to provide therequired functionality for the steerable medical device.

An example of a steerable medical device 100 is a steerable endoscope.In the following description, steerable medical device 100 is referredto as steerable endoscope 100. The use of steerable endoscope 100 as anexample of a steerable medical device is illustrative only and is notintended to be limiting to this specific steerable medical device. Anexample of a steerable endoscope suitable for use in this disclosure isdescribed in commonly assigned, U.S. Patent Application Publication No.2007/0249901 A1 (filed Mar. 28, 2006; disclosing “Instrument HavingRadio Frequency Identification Systems and Methods for Use.”), which isincorporated herein by reference in its entirety.

The plurality of movable links in a segment allows that segment to bearticulated as steerable endoscope 100 moves into and out of a patient.Thus, such segments are referred to as articulatable segments.

In one aspect, an operator manipulates a direction controller 245 (FIG.2) to move the tip of steerable endoscope 100 in a particular directionwithin the patient. In response to commands from a processor inprocessor module 250, as described more completely below, and a signalfrom direction controller 245, an endoscope controller 240 (FIG. 2) forsteerable endoscope 100 configures each of the links so that eachsegment is constrained to move along, e.g., to follow, a known safe path150 (FIG. 1) that is defined, in one aspect, by movement of the tip ofendoscope 100.

In one embodiment, as the operator steers the tip of steerable endoscope100 through the patient, a safe path is generated. More specifically, asthe operator inserts steerable endoscope 100 into a patient and movessteerable endoscope 100 towards a desired location, an ordered sequenceof locations {P_(k), P_(k+1), P_(k+2), P_(k+3), P_(k+4)} (FIG. 1) of thetip of endoscope 100 are recorded in a memory 230 (FIG. 2) as waypointdata 231, in this example.

The ordered sequence of locations {P_(k), P_(k+1), P_(k+2), P_(k+3),P_(k+4)} (FIG. 1) represent the motion of the tip of steerable endoscope100 through the patient. Thus, the ordered sequence of locations {P_(k),P_(k+1), P_(k+2), P_(k+3), P_(k+4)} represent a safe path 150, which hasbeen chosen by the operator, for steerable endoscope 100 to follow assteerable endoscope 100 is inserted into and withdrawn from the patient.

Using the tip movement to generate an ordered sequence of locations thatdefine safe path 150 is illustrative only and is not intended to belimiting. Alternatively, steerable endoscope 100 could be inserted in apassive state, and then all the inserted articulatable segmentsactivated at one. The positions of the links in the articulatablesegments at the time of activation provide an ordered sequence oflocations that define safe path 150 for additional insertion and forretraction of steerable endoscope 100.

In one aspect, as described more completely below, all trailing segments101-1, 101-2, 101-03 . . . of steerable endoscope 100 are constrained tofollow safe path 150 that is defined by ordered sequence of locations{P_(k), P_(k+1), P_(k+2), P_(k+3), P_(k+4)} . However, trailing segments101-1, 101-2, 101-03 . . . may not follow safe path 150 exactly. In oneaspect, the operator can define a boundary region around safe path 150.The boundary region (See FIGS. 3A to 3C) is a volume inside whichsteerable endoscope 100 can move safely. In one aspect, all trailingsegments 101-1, 101-2, 101-03 . . . are constrained to remain withinthis boundary region as steerable endoscope 100 moves into the patient.

Also, in another aspect, as medical device 100 is withdrawn from thepatient, articulatable segments 101-1, 101-2, 101-03 . . . areconstrained to remain within this boundary region. Hence, unlike priorart techniques that required advance planning, a safe route for medicaldevice 100 into and out of a patient is generated based on waypoint data231 recorded as steerable endoscope 100 moves into the patient.

When segment 101-1 is considered a trailing segment, as just described,segment 101-1 is controlled in the same way as the other trailingarticulatable segments. However, in another insertion mode, segment101-1 remains directly controlled by the operator and does not changeshape with insertion. In this insertion mode, segment 101-1 would not beconsidered a trailing segment.

FIGS. 3A to 3C are illustrations of boundary regions 310A to 310C, withdifferent cross-sectional shapes, for safe path 150 defined by orderedsequence of locations {P_(k), P_(k+1), P_(k+2), P_(k+3), P_(k+4)}. InFIG. 3A, boundary region 310A has a circular cross-section. In FIG. 3B,boundary region 310B has an oblate cross-section. In FIG. 3C, boundaryregion 310C has a rectangular cross-section, and in particular, aspecific instance of a rectangular cross-section, a squarecross-section.

In one aspect, each location P_(k) is a point in space (x_(k), y_(k),z_(k)) relative to a fixed reference frame. Thus, each of boundaryregions 310A, 310B, 310C defines a three-dimensional volume enclosingsafe path 150. This volume is referred to as a tube having a crosssection to convey the three-dimensional characteristics of the volume.Tube, as used here, is not a physical tube inserted in the patient todefine the volume.

The particular cross-sectional shapes of the boundary regionsillustrated in FIGS. 3A to 3C are illustrative only and are not intendedto be limiting. In view of this disclosure, for a particular medicalprocedure and steerable medical device, an appropriately shaped boundaryregion or regions can be selected.

It is not necessary that the boundary region have the samecross-sectional shape over the entire extent of the safe path. Forexample, a first portion of a boundary region could have a firstcross-sectional shape, and a second portion of the boundary region couldhave a second cross-sectional shape that is different from the firstcross-sectional shape.

FIG. 4 is a process flow diagram for one embodiment of a method 400 usedwith a steerable medical device such as steerable endoscope 100. In oneaspect, instructions in a METHOD 400 module 232 (FIG. 2) in memory 230are executed on a processor in processor module 250 to perform at leastsome of the operations described more completely below.

In method 400, STORE WAYPOINTS operation 420, as described morecompletely below, saves waypoints of the tip of steerable endoscope 100as an ordered sequence of locations. The ordered sequence of locationsrepresents the trajectory of the tip as steerable endoscope 100 isinserted into the patient. As described above, the ordered sequence oflocations defines a safe path 150 that has been selected by the operatorof steerable endoscope 100.

The stored ordered sequence of locations is retrieved and analyzed inFOLLOW SAFE PATH process 430. FOLLOW SAFE PATH process 430 configuresthe articulatable portion of endoscope 100 so that the articulatableportion of endoscope 100 is constrained to follow safe path 150 as thearticulatable portion moves within the patient. Herein, following thesafe path does not mean that the safe path is followed exactly, butrather that the articulatable portion steerable endoscope 100 stays atleast within a safe region, sometimes called a boundary region, aboutsafe path 150.

In FIG. 4, one embodiment of STORE WAYPOINTS operation 420 and FOLLOWSAFE PATH process 430 are illustrated and described more completelybelow. This embodiment is illustrative only and is not intended to belimiting to the specific operations and processes described. In view ofthis disclosure, one knowledgeable in the field can utilize othertechniques to move the articulatable portion of a steerable medical intoand out of a patient while following the safe path described herein.

In FIG. 4, upon initiation of method 400, an INTIALIZE operation 401 isperformed. INTIALIZE operation 401 initializes any variables, memorystructures etc that are need for subsequent operations in method 400. Inone aspect, INITIALIZE operation 401 uses display controller 235 (FIG.2) to generate a display on display device 210 that permits the operatorof steerable endoscope 100 to select parameters that define the extentof the boundary region, for example. Upon completion INTIALIZE operation401 (FIG. 4) transfers processing to ESTABLISH WAYPOINT operation 402 inSTORE WAYPOINTS operation 420.

In ESTABLISH WAYPOINT operation 402, a waypoint on the safe path of theendoscope is established. This can be done in a variety of ways.Accordingly, check operations 410 to 412, as discussed more completelybelow, are illustrative only and are not intended to be limiting to thisparticular implementation.

In one aspect, as the operator inserts steerable endoscope 100 into abody cavity (for instance, through an incision in the stomach into theabdominal cavity) insertion is paused periodically. When motion ofendoscope 100 is paused, DEVICE MOTION PAUSED check operation 410transfers processing to DEVICE MOTION RESUMED check operation 411.

If steerable endoscope 100 is paused to determine a safe trajectory forthe tip, the operator uses the camera and illumination at the tip ofsteerable endoscope 100 to determine a safe trajectory inside the bodycavity. When viewing the interior of the body cavity and determining asafe direction for farther insertion, the endoscope tip may be orientedin any direction to provide views of the body cavity.

Once a safe trajectory is determined, the tip is oriented in thedirection that the operator intends steerable endoscope 100 to travelupon farther insertion. The operator then inserts endoscope 100 fartherinto the patient. However, the operator could also retract endoscope 100after the pause. Thus, upon resumption of motion of endoscope 100,DEVICE MOTION RESUMED check operation 411 transfers processing toINSERTION check operation 412.

INSERTION check operation 412 determines whether after the pause, theoperation is continuing to insert endoscope 100 or is retractingendoscope 100. If the operator is continuing to insert endoscope 100,check operation 412 transfers processing to SAVE WAYPOINT operation 430.Conversely, if the operator is retracting endoscope 100, check operation412 transfers to DEVICE MOTION PAUSED check operation 410 and toMAINTAIN SEGMENTS IN BOUNDARY REGION operation 405.

Again, the combination of operations 410 to 412 is one way to allow anoperator to establish a waypoint. Alternatively, the operator could, forexample, push a button when a safe trajectory has been identified andthe operator is about to move the endoscope tip on that trajectory.

SAVE WAYPOINT operation 403 records the previous location of the tip asa waypoint in WAYPOINT DATA 403 a, which in FIG. 2 is shown as waypointdata 231. SAVE WAYPOINT operation 403, upon completion, transfersprocessing to NEW LINK INSERTED check operation 404. SAVE WAYPOINToperation 403 also transfers back to the start of ESTABLISH WAYPOINToperation 402 in case the operator decides to change the direction ofthe safe trajectory.

In this example, insertion of a link is used as a trigger to recordanother waypoint for the tip. However, other criteria can be used solong as locations of the tip are saved with sufficient resolution topermit determining a safe path. As steerable endoscope 100 is movedfurther into the patient along the safe trajectory, as each new link isinserted in the patient, the location of the tip is saved as anotherwaypoint. One way of determining when a link is inserted in described incommonly assigned U.S. patent application Ser. No. 12/613,698, entitled“METHOD AND SYSTEM FOR MEASURING INSERTED LENGTH OF A MEDICAL DEVICEUSING INTERNAL REFERENCED SENSORS” of Caitlin Donhowe, filed on Nov. 6,2009, which is incorporated herein by reference in its entirety. Anotherway of determining when a link is inserted is to use an externalposition sensor. In this example, when a new link is inserted, NEW LINKINSERTED check operation 404 transfers processing to SAVE WAYPOINToperation 403, which was described above, and to UPDATE check operation409.

UPDATE check operation 409 is shown with a dotted line in FIG. 4 becausecheck operation 409 is optional. In one aspect, the configuration of thetrailing segments of endoscope 100 is updated only after a predefinednumber of new waypoints have been saved. In this aspect, UPDATE checkoperation 409 does not transfer processing to process 405 until thepredefined number of new waypoints is available in WAYPOINT DATA 403A.Also, UPDATE check operation 409 checks the states of the articulatablesegments and if none of the articulatable segments have statearticulating, UPDATE check operation 409 does not transfer processing toprocess 405. Alternatively, the configuration of the trailing segmentsof endoscope 100 is updated for each new waypoint and so UPDATE checkoperation 409 is not needed.

In this embodiment, FOLLOW SAFE PATH process 430 includes MAINTAINSEGMENTS IN BOUNDARY REGION process 405 and SEND COMMAND process 406.MAINTAIN SEGMENTS IN BOUNDARY REGION process 405 uses the savedwaypoints to generate a configuration for each of the inserted links sothat trailing segments 101-1 to 101-3 follow safe path 150 of the tip asdefined by the waypoints. As noted above, for some steerable medicaldevices, it may not be possible to configure the trailing segments tofollow exactly safe path 150. Thus, in one aspect, a boundary regionabout the ordered sequence of locations {P_(k)}_(k=1) ^(N) is generated.Here, P_(k) denotes the Cartesian coordinates of the endoscope tip whenthe number of the inserted links is k. After the endoscope has beeninserted for N links, the path trajectory of the endoscope tip isrecorded as ordered sequence of locations {P_(k)}_(k=1) ^(N) in memory230 (FIG. 2).

As described above, the boundary region defines a volume around safepath 150, i.e., a volume that encloses safe path 150. The trailingsegments can safely pass through any part of the boundary region as thetrailing segments move towards the surgical site, or move away from thesurgical site.

In one aspect, a kinematic model of steerable endoscope 100, such asmodel 500 in FIG. 5, is used in MAINTAIN SEGMENTS IN BOUNDARY REGIONprocess 405. In kinematic model 500, (FIG. 5), a first level 501 ofmodel 500 defines the number of articulatable segments in a plurality ofarticulatable segments of the steerable endoscope. In this example, thesteerable endoscope has four articulatable segments Seg 1, Seg 2, Seg 3,and Seg 4.

A second level 502 of model 500 is a representation of links and jointsin each of four articulatable segments Seg 1, Seg 2, Seg 3, and Seg 4.In this example, each segment includes eight links, where adjacent linksare separated by a joint. The joints are numbered sequentially from thedistal end to the proximal end of the endoscope, starting with a valueone. (This numbering sequence is for convenience only. In other aspects,the numbering may increase in going from a proximal location towards adistal location.) Each link has a fixed length and the associated jointcan rotate in a single plane, either the x-plane or the y-plane. Thejoints alternate so adjacent links rotate in different planes.

In model 500, each of four articulatable segments Seg 1, Seg 2, Seg 3,and Seg 4 has an angle of rotation about the x-axis and an angle ofrotation about the y-axis. For articulatable segment Seg 1, the angle ofrotation about the x-axis is θ_(y) ¹, (sometimes referred to as pitch)and the angle of rotation about the y-axis is θ_(x) ¹ (sometimesreferred to as yaw). For articulatable segment Seg 2, the angle ofrotation about the x-axis is θ_(y) ², and the angle of rotation aboutthe y-axis is θ_(x) ². For articulatable segment Seg 3, the angle ofrotation about the x-axis is θ_(y) ³, and the angle of rotation aboutthe y-axis is θ_(x) ³. For articulatable segment Seg 4, the angle ofrotation about the x-axis is θ_(y) ⁴, and the angle of rotation aboutthe y-axis is θ_(x) ⁴.

Row 505 in model 500 gives the initial constraint on the joint angles.In this example, the joint angles for a segment are assumed to be equal.Thus, each joint angle is one-fourth of the corresponding segment angle.Row 506 in model 500 gives the roll matrix for each joint.

In this model, y-links are links that cause motion in the y-directionrather than links that rotate about the y-direction. This definitionresults in R_(x) (θ_(y)). Similarly, in this model, x-links are linksthat cause motion in the x-direction rather than links that rotate aboutthe x-direction. This definition results in R_(y) (θ_(x)) Thoseknowledgeable in the field understand that alternative definitions canbe used in the kinematic model, where x-links are links that rotateabout the x-direction and y-links are links that rotate about they-direction. Irrespective of the kinematic model definitions, theresults are equivalent.

Thus, model 500 is illustrative only and is not intended to be limiting.Model 500 is used in one example that is developed more completelybelow.

Using stored ordered sequence of locations {P_(k)}_(k=1) ^(N) andkinematic model 500, a cost function is minimized to generate positionand orientation data of the endoscope segments in MAINTAIN SEGMENTS INBOUNDARY REGION process 405. Specifically, in one aspect, positions andorientations are generated for each of the links in the articulatableportion of endoscope 100. The positions and orientations are constrainedwithin the boundary region.

The cost function allows the position and orientation to be optimizedfor a variety of criteria, for example, but not limited to: 1) maximumtip controllability; 2) maximum distance of the segments frominverse-kinematic singularities; 3) maximum distance of the segmentsfrom articulation limits; 4) maximum distance from user-definedbody-cavity boundaries (organs, adhesions, etc.); 5) minimum distancefrom the defined path.

In process 405, the cost function may be a dynamically changing functionof any number of criteria. However, the number of criteria is selectedso the cost function can be minimized and the segments positioned toachieve the constrained movement within an endoscope movement timeacceptable to the operator. Conventional techniques are used by aprocessor to minimize the cost function selected subject to the positionconstraints imposed.

In an additional aspect, an embodiment of process 405 determines theoptimal configuration of the segments (relative segment angles) tosatisfy the constraint that the segment links stay “near to” the pathdefined by the tip forward motion and any additional constraints on thelink (or segment) positions.

For example, in process 405, the segments may be allowed to assumepositions within a tubular bounding region 310A (FIG. 3A) around the tippath while encouraging tip manipulability. One way to encourage tipmanipulability in process 405 is to minimize the sum of the absolutevalues of the relative joint angles, with the additional constraint thatthe link positions not deviate by more than a distance Δ at each of thewaypoints in ordered sequence of locations {P_(k)}_(k=1) ^(N). In oneaspect, distance Δ is specified by the operator.

Upon determining the configuration for each of the articulatablesegments, MAINTAIN SEGMENTS IN BOUNDARY REGION process 405 transfersprocessing to SEND COMMAND process 406 (FIG. 4). In SEND COMMAND process406, the processor in processor module 250 (FIG. 2) sends at least onecommand to the motors in endoscope controller 240 to configure thearticulatable segments based on the locations and orientations generatedin process 405, i.e., based on the configuration generated in process405. This constrains the articulatable segments within the boundaryregion as endoscope 100 moves further into the patient.

SEND COMMAND process 406 transfers to DEVICE MOTION PAUSED checkoperation 410 and to RETRACTION AND LINK RETRACTED check operation 407.RETRACTION AND LINK RETRACTED check operation 407 determines whetherendoscope 100 is being retracted and whether a link has been retracted.If both of these conditions are true, check operation 407 transfers toDELETE WAYPOINT operation 408.

DELETE WAYPOINT operation 408 deletes the stored waypoint for thewithdrawn link and transfers to operation 405. Hence, operations 405 to408 cause endoscope 100 to follow safe path 150 as endoscope 100 isretracted from the patient.

In the example of FIG. 2, in response to the command, endoscopecontroller 240 configures the segments so that as the segments moveforward, the segments are constrained to stay within the boundaryregion. Thus, the segments may not follow the trajectory of the tipexactly, but the segments follow a path within the boundary region thatis safe.

When the operator starts to withdraw the endoscope from the patient, thewaypoints in the stored ordered sequence of locations {P_(k)}_(k=1) ^(N)decrease by one as each link is withdrawn. Processes 405 and 406 areused as steerable endoscope is withdrawn to maintain endoscope 100 withthe boundary region.

As a further example of process 405, the control of the joint angles atconstant endoscopic length increments is considered such that theendoscope configuration is kept within a safety area, the boundaryregion described above, during the process of insertion and withdrawal.In this example, a configuration of the trailing links that is closest,as measured by Euclidean norm, to the tip trajectory is generated inprocess 405, since the tip trajectory represents a safe route selectedby the operator.

As described above P_(k) denotes the Cartesian coordinate of theendoscope tip when the number of the inserted links is k. After theendoscope has been inserted for N links, the path trajectory of theendoscope tip is recorded in a series {P_(k)}_(k=1) ^(N). Process 405controls the joint angles to achieve an endoscope link configurationclose to the waypoints in recorded series {P_(k)}_(k=1) ^(N). This isformulated as the following optimization, where J is the cost functiondiscussed above:

$\begin{matrix}{{\min\limits_{\theta}J} = {\frac{1}{2}{\sum\limits_{k = 1}^{N}{{p_{k} - P_{k}}}^{2}}}} & (1)\end{matrix}$

subject to

θ_(min)≦θ≦θ_(max),   (2)

where p_(k) is the coordinate of each link determined by the kinematicsmodel.

To apply an iterative procedure to solve this problem, assume that atthe n-th step, a solution is θ_(n) and the next increment Δθ_(n) is tobe determined. The new link coordinate is approximated by

p^(n+1)≈p^(n)+∇_(θ) _(n) p·Δθ_(n).   (3)

Substituting expression (3) into the cost function gives:

J ^(n+1)=½∥p ^(n+1) −p∥ ²≈½∥∇_(θ) _(n) p·Δθ _(n) +p ^(n) −p∥ ².   (4)

This is indeed a quadratic programming problem:

$\begin{matrix}{{{\min\limits_{\Delta \; \theta}J} = {{\frac{1}{2}\Delta \; {\theta_{n}\left( {\nabla_{\theta_{n}}p} \right)}^{T}{\nabla_{\theta_{n}}p}\; \Delta \; \theta_{n}} + {\left( {p^{n} - p} \right)^{T}{\nabla_{\theta_{n}}p}\; \Delta \; \theta_{n}}}},} & (5)\end{matrix}$

subject to

θ_(min)−θ_(n)≦Δθ_(n)≦θ_(max)θ_(n).   (6)

Kinematics Model

With respect to FIG. 5, let the first input parameter be defined as:

$\begin{matrix}{q = {\begin{bmatrix}\theta_{x}^{1} & \theta_{y}^{1} \\\theta_{x}^{2} & \theta_{y}^{2} \\\theta_{x}^{3} & \theta_{y}^{3} \\\theta_{x}^{4} & \theta_{y}^{4}\end{bmatrix}.}} & (7)\end{matrix}$

The vector of joint angles is defined as:

$\begin{matrix}{{q_{jw} = \left\lbrack {\frac{\theta_{x}^{1}}{4},\frac{\theta_{y}^{1}}{4},\frac{\theta_{x}^{1}}{4},\frac{\theta_{y}^{1}}{4},\frac{\theta_{x}^{1}}{4},\frac{\theta_{y}^{1}}{4},\frac{\theta_{x}^{1}}{4},\frac{\theta_{y}^{1}}{4},\frac{\theta_{x}^{2}}{4},\frac{\theta_{y}^{2}}{4},\frac{\theta_{x}^{2}}{4},\frac{\theta_{y}^{2}}{4},\frac{\theta_{x}^{2}}{4},\frac{\theta_{y}^{2}}{4},\frac{\theta_{x}^{2}}{4},\frac{\theta_{y}^{2}}{4},\frac{\theta_{x}^{3}}{4},\frac{\theta_{y}^{3}}{4},\frac{\theta_{x}^{3}}{4},\frac{\theta_{y}^{3}}{4},\frac{\theta_{x}^{3}}{4},\frac{\theta_{y}^{3}}{4},\frac{\theta_{x}^{3}}{4},\frac{\theta_{y}^{3}}{4},\frac{\theta_{x}^{4}}{4},\frac{\theta_{y}^{4}}{4},\frac{\theta_{x}^{4}}{4},\frac{\theta_{y}^{4}}{4},\frac{\theta_{x}^{4}}{4},\frac{\theta_{y}^{4}}{4},\frac{\theta_{x}^{4}}{4},\frac{\theta_{y}^{4}}{4}} \right\rbrack},} & (8)\end{matrix}$

and the state of each link is defined as:

${{T_{1w}(1)} = \begin{bmatrix}{R_{y}\left( {- \frac{\theta_{x}^{1}}{4}} \right)} & \begin{pmatrix}0 \\0 \\{- {a(1)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(3)} = \begin{bmatrix}{R_{y}\left( {- \frac{\theta_{x}^{1}}{4}} \right)} & \begin{pmatrix}0 \\0 \\{- {a(3)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(5)} = \begin{bmatrix}{R_{y}\left( {- \frac{\theta_{x}^{1}}{4}} \right)} & \begin{pmatrix}0 \\0 \\{- {a(5)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(7)} = \begin{bmatrix}{R_{y}\left( {- \frac{\theta_{x}^{1}}{4}} \right)} & \begin{pmatrix}0 \\0 \\{- {a(7)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(2)} = \begin{bmatrix}{R_{y}\left( \frac{\theta_{x}^{1}}{4} \right)} & \begin{pmatrix}0 \\0 \\{- {a(2)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(4)} = \begin{bmatrix}{R_{y}\left( \frac{\theta_{x}^{1}}{4} \right)} & \begin{pmatrix}0 \\0 \\{- {a(4)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(6)} = \begin{bmatrix}{R_{y}\left( \frac{\theta_{x}^{1}}{4} \right)} & \begin{pmatrix}0 \\0 \\{- {a(6)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{{T_{1w}(8)} = \begin{bmatrix}{R_{y}\left( \frac{\theta_{x}^{1}}{4} \right)} & \begin{pmatrix}0 \\0 \\{- {a(8)}}\end{pmatrix} \\0 & 1\end{bmatrix}},$

where

$\begin{matrix}{{{R_{x}(\theta)} = \begin{bmatrix}1 & 0 & 0 \\0 & {\cos \; (\theta)} & {- {\sin (\theta)}} \\0 & {\sin (\theta)} & {\cos (\theta)}\end{bmatrix}}{and}{{R_{y}\left( {- \theta} \right)} = \begin{bmatrix}{\cos (\theta)} & 0 & {- {\sin (\theta)}} \\0 & 1 & 0 \\{\sin (\theta)} & 0 & {\cos (\theta)}\end{bmatrix}}} & (9)\end{matrix}$

The rest of the T_(1w)'s can be obtained in a similar fashion. Inparticular,

$\begin{matrix}{{T_{1w}(33)} = {\begin{bmatrix}I & \begin{pmatrix}0 \\0 \\{- {a(33)}}\end{pmatrix} \\0 & 1\end{bmatrix}.}} & (10)\end{matrix}$

Notice that all these T_(1w)'s are in the Special Euclidean Lie groupSE(4).

The cumulative transform to the base from the distal end of link k canbe derived as

$\begin{matrix}{{T_{c\; 1}(k)} = {{\prod\limits_{j = 1}^{k}{T_{1w}(j)}} = {{T_{1w}(1)} \times {T_{1w}(2)} \times \ldots \times {{T_{1w}(k)}.}}}} & (11)\end{matrix}$

In this section, gradient ∇_(θ)1_(k) is derived, where 1 is the positionvector for link k. To this end, define the basis for the skew-symmetricmatrix so (3) as follows:

$\begin{matrix}{{\sigma_{x} = \begin{bmatrix}0 & 0 & 0 \\0 & 0 & {- 1} \\0 & 1 & 0\end{bmatrix}},{\sigma_{y} = \begin{bmatrix}0 & 0 & 1 \\0 & 0 & 0 \\{- 1} & 0 & 0\end{bmatrix}},{\sigma_{z} = {\begin{bmatrix}0 & {- 1} & 0 \\1 & 0 & 0 \\0 & 0 & 0\end{bmatrix}.}}} & (12)\end{matrix}$

The rotation matrices can then be described as

R _(x)(θ)=exp(σ_(x)θ), R _(y)(θ)=exp(σ_(y)θ), R ₂(θ)=exp(σ_(z)θ) .  (13)

Suppose that R is a rotation matrix

$\begin{matrix}{R = {\begin{bmatrix}r_{11} & r_{12} & r_{13} \\r_{21} & r_{22} & r_{23} \\r_{31} & r_{32} & r_{33}\end{bmatrix}.}} & (14)\end{matrix}$

Since RR^(T)=I, an important property for R can be derived:

Rσ _(x) R ^(T) =r ₁₁σ_(x) +r ₂₁σ_(y) +r ₃₁σ_(z),   (15)

R ^(T)σ_(x) R=r ₁₁σ_(x) +r ₁₂σ_(y) +r ₁₃σ_(z),   (16)

Rσ _(y) R ^(T) =r ₁₂σ_(x) +r ₂₂σ_(y) +r ₃₂σ_(z),   (17)

R ^(T)σ_(y) R=r ₂₁ σ _(x) +r ₂₂σ_(y) +r ₂₃ σ_(z),   (18)

Now, the gradient dT_(cl)(k)/dθ is derived. Let

$\begin{matrix}{{T_{1w}(k)} = {{\begin{bmatrix}R_{k} & a_{k} \\0 & 1\end{bmatrix}\mspace{14mu} {and}\mspace{14mu} {T_{c\; 1}(k)}} = {\begin{bmatrix}S_{k} & l_{k} \\0 & 1\end{bmatrix}.}}} & (19)\end{matrix}$

It is easy to derive that

$\begin{matrix}{{S_{k\;} = {R_{1}R_{2}\mspace{14mu} \ldots \mspace{14mu} R_{k}}},} & (20) \\\begin{matrix}{l_{k} = {{R_{1}R_{2}\mspace{14mu} \ldots \mspace{14mu} R_{k - 1}a_{k}} + {R_{1}R_{2}\mspace{14mu} \ldots \mspace{14mu} R_{k - 2}a_{k - 1}} + \ldots + {R_{1}a_{2}} + a_{1}}} \\{{= {{S_{k - 1}a_{k}} + {S_{k - 2}a_{k - 1}} + \ldots + {S_{1}a_{2}} + a_{1}}},}\end{matrix} & (21)\end{matrix}$

and 1₁=a₁. We therefore have

$\begin{matrix}{{\frac{S_{k}}{\theta} = {\frac{}{\theta}\left( {R_{1}R_{2}\mspace{14mu} \ldots \mspace{14mu} R_{k}} \right)}},} & (22) \\{{\frac{l_{k}}{\theta} = {{\frac{S_{k - 1}}{\theta}a_{k}} + {\frac{S_{k - 2}}{\theta}a_{k - 1}} + \ldots + {\frac{S_{1}}{\theta}a_{2}}}},{\left( {k \geq 2} \right).}} & (23)\end{matrix}$

When θ=θ_(x) ¹, for k≧7, we have

$\begin{matrix}\begin{matrix}{{\frac{S_{k}}{\theta_{x}^{1}}S_{x}^{T}} = {\frac{}{\theta_{x}^{1}}\left( {R_{1}R_{2}\mspace{14mu} \ldots \mspace{14mu} R_{k}} \right)S_{k}^{T}}} \\{= {{\frac{R_{1}}{\theta_{x}^{1}}\left( {R_{2}\mspace{14mu} \ldots \mspace{14mu} R_{k}} \right)S_{k}^{T}} + {R_{1}R_{2}\frac{R_{3}}{\theta_{x}^{1}}\left( {R_{4}\mspace{14mu} \ldots \mspace{14mu} R_{k}} \right)S_{k}^{T}} +}} \\{{{R_{1}R_{2}R_{3}R_{4}\frac{R_{5}}{\theta_{x}^{1}}\left( {R_{6}\mspace{14mu} \ldots \mspace{14mu} R_{k}} \right)S_{k}^{T}} + {R_{1}R_{2}R_{3}R_{4}R_{5}R_{6}}}} \\{{\frac{R_{7}}{\theta_{x}^{1}}\left( {R_{8}\mspace{14mu} \ldots \mspace{14mu} R_{k}} \right)S_{k}^{T}}}\end{matrix} & (24) \\\begin{matrix}{\mspace{76mu} {= {\left( {- \frac{\sigma_{y}}{4}} \right) + {R_{1}{R_{2}\left( {- \frac{\sigma_{y}}{4}} \right)}\left( {R_{1}R_{2}} \right)^{T}} + {R_{1}R_{2}R_{3}{R_{4}\left( {- \frac{\sigma_{y}}{4}} \right)}}}}} \\{{\left( {R_{1}R_{2}R_{3}R_{4}} \right)^{T} +}} \\{{R_{1}R_{2}R_{3}R_{4}R_{5}{R_{6}\left( {- \frac{\sigma_{y}}{4}} \right)}\left( {R_{1}R_{2}R_{3}R_{4}R_{5}R_{6}} \right)^{T}}}\end{matrix} & (25) \\{\mspace{70mu} {{= {{- \frac{\sigma_{y}}{4}} + {{S_{2}\left( {- \frac{\sigma_{y}}{4}} \right)}S_{2}^{T}} + {{S_{4}\left( {- \frac{\sigma_{y}}{4}} \right)}S_{4}^{T}} + {{S_{6}\left( {- \frac{\sigma_{y}}{4}} \right)}S_{6}^{T}}}},}} & (26)\end{matrix}$

which in turn yields

$\begin{matrix}{\frac{S_{k}}{\theta_{x}^{1}} = {{- \frac{1}{4}}\left( {\sigma_{y} + {S_{2}\sigma_{y}S_{2}^{T}} + {S_{4}\sigma_{y}S_{4}^{T}} + {S_{6}\sigma_{y}S_{6}^{T}}} \right){S_{k}.}}} & (27)\end{matrix}$

For k=5 or 6, we obtain

${{\frac{S_{k}}{\theta_{x}^{1}}S_{k}^{T}} = {{- \frac{\sigma_{y}}{4}} + {{S_{2}\left( {- \frac{\sigma_{y}}{4}} \right)}S_{2}^{T}} + {{S_{4}\left( {- \frac{\sigma_{y}}{4}} \right)}S_{4}^{T}}}},$

thus

$\begin{matrix}{{\frac{S_{k}}{\theta_{x}^{1}} = {{- \frac{1}{4}}\left( {\sigma_{y} + {S_{2}\sigma_{y}S_{2}^{T}} + {S_{4}\sigma_{y}S_{4}^{T}}} \right)S_{k}}};} & (28)\end{matrix}$

for k=3 or 4,

$\begin{matrix}{{\frac{S_{k}}{\theta_{x}^{1}} = {{- \frac{1}{4}}\left( {\sigma_{y} + {S_{2}\sigma_{y}S_{2}^{T}}} \right)S_{k}}};} & (29)\end{matrix}$

and for k=1 or 2,

$\begin{matrix}{{\frac{S_{k}}{\theta_{x}^{1}} = {{- \frac{1}{4}}\sigma_{y}S_{k}}};} & (30)\end{matrix}$

In summary,

$\begin{matrix}{\frac{S_{k}}{\theta_{x}^{1}} = \left\{ \begin{matrix}{{{- \frac{1}{4}}\sigma_{y}S_{k}},} & {{k = 1},{2;}} \\{{{- \frac{1}{4}}\left( {\sigma_{y} + {S_{2}\sigma_{y}S_{2}^{T}}} \right)S_{k}},} & {{k = 3},{4;}} \\{{{- \frac{1}{4}}\left( {\sigma_{y} + {S_{2}\sigma_{y}S_{2}^{T}} + {S_{4}\sigma_{y}S_{4}^{T}}} \right)S_{k}},} & {{k = 5},{6;}} \\{{{- \frac{1}{4}}\left( {\sigma_{y} + {S_{2}\sigma_{y}S_{2}^{T}} + {S_{4}\sigma_{y}S_{4}^{T}} + {S_{6}\sigma_{y}S_{6}^{T}}} \right)S_{k}},} & {k \geq 7.}\end{matrix} \right.} & (31) \\{\frac{S_{k}}{\theta_{x}^{2}} = \left\{ \begin{matrix}{0,} & {{k \leq 8};} \\{{{- \frac{1}{4}}\left( {S_{8}\sigma_{y}S_{8}^{T}} \right)S_{k}},} & {{k = 9},{10;}} \\{{{- \frac{1}{4}}\left( {{S_{8}\sigma_{y}S_{8}^{T}} + {S_{10}\sigma_{y}S_{10}^{T}}} \right)S_{k}},} & {{k = 11},{12;}} \\{{{- \frac{1}{4}}\left( {{S_{8}\sigma_{y}S_{8}^{T}} + {S_{10}\sigma_{y}S_{10}^{T}} + {S_{12}\sigma_{y}S_{12}^{T}}} \right)S_{k}},} & {{k = 13},{14;}} \\{{{- \frac{1}{4}}\begin{pmatrix}{{S_{8}\sigma_{y}S_{8}^{T}} + {S_{10}\sigma_{y}S_{10}^{T}} +} \\{{S_{12}\sigma_{y}S_{12}^{T}} + {S_{14}\sigma_{y}S_{14}^{T}}}\end{pmatrix}S_{k}},} & {k \geq 15.}\end{matrix} \right.} & (32) \\{\frac{S_{k}}{\theta_{x}^{3}} = \left\{ \begin{matrix}{0,} & {{k \leq 16};} \\{{{- \frac{1}{4}}\left( {S_{16}\sigma_{y}S_{16}^{T}} \right)S_{k}},} & {{k = 17},{18;}} \\{{{- \frac{1}{4}}\left( {{S_{16}\sigma_{y}S_{16}^{T}} + {S_{18}\sigma_{y}S_{18}^{T}}} \right)S_{k}},} & {{k = 19},{20;}} \\{{{- \frac{1}{4}}\left( {{S_{16}\sigma_{y}S_{16}^{T}} + {S_{18}\sigma_{y}S_{18}^{T}} + {S_{20}\sigma_{y}S_{20}^{T}}} \right)S_{k}},} & {{k = 21},{22;}} \\{{{- \frac{1}{4}}\begin{pmatrix}{{S_{16}\sigma_{y}S_{16}^{T}} + {S_{18}\sigma_{y}S_{18}^{T}} +} \\{{S_{20}\sigma_{y}S_{20}^{T}} + {S_{22}\sigma_{y}S_{22}^{T}}}\end{pmatrix}S_{k}},} & {k \geq 23.}\end{matrix} \right.} & (33)\end{matrix}$

Similarly,

$\begin{matrix}{\frac{S_{k}}{\theta_{y}^{1}} = \left\{ \begin{matrix}{0,} & {{k = 1};} \\{{\frac{1}{4}\left( {S_{1}\sigma_{x}S_{1}^{T}} \right)S_{k}},} & {{k = 2},{3;}} \\{{\frac{1}{4}\left( {{S_{1}\sigma_{x}S_{1}^{T}} + {S_{3}\sigma_{x}S_{3}^{T}}} \right)S_{k}},} & {{k = 4},{5;}} \\{{\frac{1}{4}\left( {{S_{1}\sigma_{x}S_{1}^{T}} + {S_{3}\sigma_{x}S_{3}^{T}} + {S_{5}\sigma_{x}S_{5}^{T}}} \right)S_{k}},} & {{k = 6},{7;}} \\{{\frac{1}{4}\left( {{S_{1}\sigma_{x}S_{1}^{T}} + {S_{3}\sigma_{x}S_{3}^{T}} + {S_{5}\sigma_{x}S_{5}^{T}} + {S_{7}\sigma_{x}S_{7}^{T}}} \right)S_{k}},} & {k \geq 8.}\end{matrix} \right.} & (34) \\{\frac{S_{k}}{\theta_{y}^{2}} = \left\{ \begin{matrix}{0,} & {{k \leq 9};} \\{{\frac{1}{4}\left( {S_{9}\sigma_{x}S_{9}^{T}} \right)S_{k}},} & {{k = 10},{11;}} \\{{\frac{1}{4}\left( {{S_{9}\sigma_{x}S_{9}^{T}} + {S_{11}\sigma_{x}S_{11}^{T}}} \right)S_{k}},} & {{k = 12},{13;}} \\{{\frac{1}{4}\left( {{S_{9}\sigma_{x}S_{9}^{T}} + {S_{11}\sigma_{x}S_{11}^{T}} + {S_{13}\sigma_{x}S_{13}^{T}}} \right)S_{k}},} & {{k = 14},{15;}} \\{{\frac{1}{4}\begin{pmatrix}{{S_{9}\sigma_{x}S_{9}^{T}} + {S_{11}\sigma_{x}S_{11}^{T}} +} \\{{S_{13}\sigma_{x}S_{13}^{T}} + {S_{15}\sigma_{x}S_{15}^{T}}}\end{pmatrix}S_{k}},} & {k \geq 16.}\end{matrix} \right.} & (35) \\{\frac{S_{k}}{\theta_{y}^{3}} = \left\{ \begin{matrix}{0,} & {{k \leq 17};} \\{{\frac{1}{4}\left( {S_{17}\sigma_{x}S_{17}^{T}} \right)S_{k}},} & {{k = 18},{19;}} \\{{\frac{1}{4}\left( {{S_{17}\sigma_{x}S_{17}^{T}} + {S_{19}\sigma_{x}S_{19}^{T}}} \right)S_{k}},} & {{k = 20},{21;}} \\{{\frac{1}{4}\left( {{S_{17}\sigma_{x}S_{17}^{T}} + {S_{19}\sigma_{x}S_{19}^{T}} + {S_{21}\sigma_{x}S_{21}^{T}}} \right)S_{k}},} & {{k = 22},{23;}} \\{{\frac{1}{4}\begin{pmatrix}{{S_{17}\sigma_{x}S_{17}^{T}} + {S_{19}\sigma_{x}S_{19}^{T}} +} \\{{S_{21}\sigma_{x}S_{21}^{T}} + {S_{23}\sigma_{x}S_{23}^{T}}}\end{pmatrix}S_{k}},} & {k \geq 24.}\end{matrix} \right.} & (36)\end{matrix}$

In this subsection, the Jacobian is derived. Let

$\begin{matrix}{{{T_{J}(k)} = {{\prod\limits_{j = {k + 1}}^{N}\; {T_{1\; w}(j)}} = {{T_{1\; w}\left( {k + 1} \right)} \times \ldots \times {T_{1\; w}(N)}}}},} & (37)\end{matrix}$

and denote its blocks as

$\begin{matrix}{{T_{J}(k)} = {\begin{bmatrix}R_{k}^{J} & l_{k}^{J} \\0 & 1\end{bmatrix}.}} & (38)\end{matrix}$

Recalling Eq.(19), we have

$\begin{matrix}{\frac{{T_{c\; 1}(N)}}{\theta_{x}^{1}} = {\begin{bmatrix}\frac{S_{N}}{\theta_{x}^{1}} & \frac{l_{N}}{\theta_{x}^{1}} \\0 & 0\end{bmatrix} = {{{\frac{{T_{1\; w}(1)}}{\theta_{x}^{1}}{T_{1\; w}(2)}\mspace{14mu} \ldots \mspace{14mu} {T_{1\; w}(N)}} + {{T_{1\; w}(1)}{T_{1\; w}(2)}\frac{{T_{1\; w}(3)}}{\theta_{x}^{1}}{T_{1\; w}(4)}\mspace{14mu} \ldots \mspace{14mu} {T_{1\; w}(N)}} + {{T_{1\; w}(1)}{T_{1\; w}(2)}{T_{1\; w}(3)}{T_{1\; w}(4)}\frac{{T_{1\; w}(5)}}{\theta_{x}^{1}}{T_{1\; w}(6)}\mspace{14mu} \ldots \mspace{14mu} {T_{1\; w}(N)}} + {{T_{1\; w}(1)}{T_{1\; w}(2)}{T_{1\; w}(3)}{T_{1\; w}(4)}{T_{1\; w}(5)}{T_{1\; w}(6)}\frac{{T_{1\; w}(7)}}{\theta_{x}^{1}}{T_{1\; w}(8)}\mspace{14mu} \ldots \mspace{14mu} {T_{1\; w}(N)}}} = {{\begin{bmatrix}{{- R_{1}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}{T_{J}(1)}} + {{{T_{c\; 1}(2)}\begin{bmatrix}{{- R_{3}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}}{T_{J}(3)}} + {{{T_{c\; 1}(4)}\begin{bmatrix}{{- R_{5}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}}{T_{J}(5)}} + {{{T_{c\; 1}(6)}\begin{bmatrix}{{- R_{7}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}}{{T_{J}(7)}.}}}}}} & (39)\end{matrix}$

The last equality is obtained by the definition of T_(cl) and T_(j).Proceeding further, we have

$\frac{{T_{c\; 1}(N)}}{\theta_{x}^{1}} = {\begin{bmatrix}{{- R_{1}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}{\quad{\begin{bmatrix}R_{1}^{J} & l_{1}^{J} \\0 & 1\end{bmatrix} + {{\begin{bmatrix}S_{2} & l_{2} \\0 & 0\end{bmatrix}\begin{bmatrix}{{- R_{3}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}}{\quad{\begin{bmatrix}R_{3}^{J} & l_{3}^{J} \\0 & 1\end{bmatrix} + {{\begin{bmatrix}S_{4} & l_{4} \\0 & 1\end{bmatrix}\begin{bmatrix}{{- R_{5}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}}{\quad{\begin{bmatrix}R_{5}^{J} & l_{5}^{J} \\0 & 1\end{bmatrix} + {\begin{bmatrix}S_{6} & l_{6} \\0 & 1\end{bmatrix}{\quad{{\begin{bmatrix}{{- R_{7}}\frac{\sigma_{y}}{4}} & 0 \\0 & 0\end{bmatrix}\begin{bmatrix}R_{7}^{J} & l_{7}^{J} \\0 & 1\end{bmatrix}} = {\quad{\begin{bmatrix}\begin{matrix}{{{- S_{1}}\frac{\sigma_{y}}{4}R_{1}^{J}} - {S_{3}\frac{\sigma_{y}}{4}R_{3}^{J}} - {S_{5}\frac{\sigma_{y}}{4}R_{5}^{J}} - {S_{7}\frac{\sigma_{y}}{4}R_{7}^{J}} -} \\{{S_{1}\frac{\sigma_{y}}{4}l_{1}^{J}} - {S_{3}\frac{\sigma_{y}}{4}l_{3}^{J}} - {S_{5}\frac{\sigma_{y}}{4}l_{5}^{J}} - {S_{7}\frac{\sigma_{y}}{4}l_{7}^{J}}}\end{matrix} \\0\end{bmatrix}.}}}}}}}}}}}}}}$

Therefore, the derivative of the position vector 1_(N) with respect tothe joint angle θ_(x) ¹ is

$\begin{matrix}\begin{matrix}{\frac{l_{N}}{\theta_{x}^{1}} = {{{- S_{1}}\frac{\sigma_{y}}{4}l_{1}^{J}} - {S_{3}\frac{\sigma_{y}}{4}l_{3}^{J}} - {S_{5}\frac{\sigma_{y}}{4}l_{5}^{J}} - {S_{7}\frac{\sigma_{y}}{4}l_{7}^{J}}}} \\{= {{\frac{S_{1}}{4}\begin{bmatrix}{- l_{1,3}^{J}} \\0 \\l_{1,1}^{J}\end{bmatrix}} + {\frac{S_{3}}{4}\begin{bmatrix}{- l_{3,3}^{J}} \\0 \\l_{3,1}^{J}\end{bmatrix}} + {\frac{S_{5}}{4}\begin{bmatrix}{- l_{5,3}^{J}} \\0 \\l_{5,1}^{J}\end{bmatrix}} + {{\frac{S_{7}}{4}\begin{bmatrix}{- l_{7,3}^{J}} \\0 \\l_{7,1}^{J}\end{bmatrix}}.}}}\end{matrix} & (40)\end{matrix}$

In the above examples, the sequence of ordered locations and six-degreesof freedom were considered in configuring articulatable segments toremain within a boundary region, sometimes called a safe region.However, in some applications, consideration of only two-degrees offreedom may be sufficient. The x-y position could be controlled, or thepitch and the yaw could be controlled. In these applications, eachwaypoint only includes two degrees of freedom corresponding to aninsertion depth and the above processes become less computationallyintensive while the safe path is followed.

The above processes are applicable to a mode of endoscope operation inwhich the operator can directly articulate only the tip segment, e.g.,segment 101-1, insertion causes new safe waypoints to be created alongthe path traced by the tip. The above techniques are used in configuringthe trailing segments to follow the safe path.

In another mode of operation, the operator can make Cartesian commandsat the tip and the rest of the segments make coordinated moves toaccomplish that move within their respective safe regions, referred toas a boundary region above. The workspace at the tip is quite limiteddue to the safe region constraints, but a roll-only mode of operationwould fall into this category of operation. In one aspect, the roll-onlymode of operation could be achieved by simply commanding a roll at thetip subject to the safe region constraints as discussed above. However,an alternative approach for the roll-only mode of operation thatutilizes bend angle and bend direction waypoints is described morecompletely below.

For example, a segment state that prevents articulation but allows rollto propagate from the base of the steerable medical device (proximalend) to the tip of the steerable medical device (distal end) may bedesirable. In one aspect to propagate roll, annular joint limits aregenerated that prevent the combined bend angle of a segment fromchanging more than a few degrees, but allow individual joint angles (yawand pitch) to vary. However, this alone does not force the shape of thesteerable medical device to be maintained as articulatable segments canmove independently within their respective annuli.

Ideally, when a pure roll is commanded, all the segments in steerablemedical device 100 would maintain their shape and simply transmitproximal roll distally. As long as transmitting the proximal rollsegment by segment does not change the shape of steerable medical device100, steerable medical device 100 would remain within the boundaryregion. However, when a steerable medical device has articulatablesegments with redundant degrees of freedom, the minimum joint velocitysolution can change the shape of that medical device. In one aspect, asteerable medical device with more than two articulatable segments,insertion, and roll has redundant degrees of freedom.

In one aspect, the roll is transmitted distally while maintaining eacharticulatable segment within the boundary region by determining changesin joint angles due to roll on a per-segment basis, which ensures thatthe shape of each articulatable segment is maintained and so eacharticulatable segment follows the safe path. When each of thearticulatable segments has been rolled, a final iteration can done tocorrect any deviation in the position and orientation of the tip.

FIG. 6 is an illustration of one method to approximate changes insegment joint angles as roll is propagated on a per segment basis. Inthis method, when the base of a segment rolls though an angle −Δγ, newpitch angle α′ and new yaw angle β′ are generated for that segment bymaintaining approximate bend angle φ and direction θ. From FIG. 6, for acurrent pitch angle α and a current yaw angle β, approximate bend angleφ is defined as,

φ=√{square root over (α²+β²)}

while direction θ is defined as,

φ=arctan(α/β)

and new direction θ′ is

θ′=θ+Δγ.

With these definitions, new pitch angle α′ and new yaw angle β′ are

α′=φ*sin(θ′)

β′=φ*cos(θ′).

New pitch angle α′ and new yaw angle β′ for the segment are implemented,in one aspect, by assuming equal joint angles for the yaw joints andequal angles for the pitch joints in the segment.

Thus, this method takes an initial roll −Δγ, current pitch angle α andcurrent yaw angle β for each segment and propagates that roll segment bysegment from the proximal end to the distal end of steerable medicaldevice 100. This method of decoupling the segments and determining theroll segment by segment without feedback is useful when there is morethan one pair of yaw and pitch joints in a segment.

An alternative to the above approach without feedback is to perform aniterative solution on a segment by segment basis to transmit the rolldistally from the base of the medical device while maintaining thecurrent shape of each segment. The iterative analysis is performed untilconvergence is reached on a per-segment basis, i.e., a segment isiterated on until converged and then the next segment is processed.

A kinematic model of a segment is used in this iterative solution. FIG.7 is a diagrammatic drawing of a general kinematic model 700 for arepresentative segment j of steerable endoscope 100 with an indicationof the joint angle and the appropriate roll matrix. Here, j is aninteger ranging from one to the number of articulatable segments. Indetermining the orientation of each of the links, a transform is definedfor each link.

The transform for the pitch-links is:

${T_{xi} = \begin{bmatrix}{R_{x}\left( \theta_{xi} \right)} & \begin{pmatrix}0 \\0 \\{- {a\left( x_{i} \right)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{i = {1\mspace{14mu} {to}\mspace{14mu} 4}}$

a(x_(i)) is the displacement for link x_(i); and

${R_{x}\left( \theta_{xi} \right)} = \begin{bmatrix}1 & 0 & 0 \\0 & {\cos \left( \theta_{xi} \right)} & {- {\sin \left( \theta_{xi} \right)}} \\0 & {\sin \left( \theta_{xi} \right)} & {\cos \left( \theta_{xi} \right)}\end{bmatrix}$

The transform for the yaw-links is:

${T_{yi} = \begin{bmatrix}{R_{y}\left( {- \theta_{yi}} \right)} & \begin{pmatrix}0 \\0 \\{- {a\left( y_{i} \right)}}\end{pmatrix} \\0 & 1\end{bmatrix}},{i = {1\mspace{14mu} {to}\mspace{14mu} 4}}$

a(yi) is the displacement for link yi

${R_{y}\left( {- \theta_{yi}} \right)} = \begin{bmatrix}{\cos \left( \theta_{yi} \right)} & 0 & {- {\sin \left( \theta_{yi} \right)}} \\0 & 1 & 0 \\{\sin \left( \theta_{yi} \right)} & 0 & {\cos \left( \theta_{yi} \right)}\end{bmatrix}$

Note that the rotations in kinematic model 700 are defined differentlythan those in kinematic model 500 above.

In this aspect, as noted above, only the yaw and pitch are of interestin determining the orientation. Thus, the iterative solution is obtainedusing the roll matrices R_(x) and R_(y), e.g., three rows correspondingto the orientation and three columns corresponding to pitch, yaw, and avirtual roll at the distal end of the segment. The virtual roll shouldbe equal to the base roll at the proximal end of the segment, becausethis kinematic model does not allow roll along the segment.

In the approach that used kinematic model 700, orientation data wasutilized to transmit roll distally. In another aspect, x-y position datawith a kinematic model could be used to maintain the shape of steerablemedical device on a segment by segment basis for a displacement in thez-direction. Utilizing, both position and orientation data at the sametime over-constrains the determination.

FIG. 8 is a process flow diagram of one embodiment of a process 800 fortransmitting proximal roll to a tip of steerable endoscope 100. In oneaspect, instructions in a METHOD 800 module 933 in memory 230A of systemcontroller 220A (FIG. 9) are executed on a processor in processor module250 to perform at least some of the operations described more completelybelow.

Upon initiation of method 800, an INTIALIZE operation 801 is performed.INTIALIZE operation 801 initializes any variables, memory structures etcthat are need for subsequent operations in method 800. Upon completionINTIALIZE operation 801 transfers processing to ROLL COMMAND checkoperation 802.

Processing remains in ROLL COMMAND check operation 802 until a rollcommand is received from the operator of steerable endoscope 100. Uponreceiving a roll command, ROLL COMMAND check operation 802 transfersprocessing to USE KINEMATIC MODEL TO GENERATE LINK YAW AND PITCH FORSEGMENT process 803. Check operation 802 should not be interpreted asrequiring polling. Check operation 802, for example, could beimplemented as part of an event handler and when a roll command eventoccurs, process 803 is launched.

USE KINEMATIC MODEL TO GENERATE LINK YAW AND PITCH FOR SEGEMENT process803 retrieves the current yaw and pitch for each articulatable segmentfrom ROLL AND SEGMENT CURRENT PITCH AND YAW data 803A for use inkinematic model 700 (FIG. 7). Starting with the most proximalarticulatable segment, the desired orientation for that segment is setequal to the original orientation. The base of the segment, e.g., themost proximal portion of the segment, is rotated by the amount of thecommanded roll around the x-axis of the segment base.

In one aspect, the kinematic model is seeded with an approximatesolution, such as that generated using FIG. 6, to reduce the number ofiterations required for convergence. When the analysis for a segment iscompleted, yaw data and pitch data are available for each link in thatsegment.

Upon completion of processing the segment, process 803 transfers to LASTSEGMENT CHECK operation 804. LAST SEGMENT CHECK operation 804 determineswhether all the segments have been processed by the kinematic model. Ifthe necessary segments have been processed, check operation 804transfers to SEND COMMAND operation 805 and otherwise returns to process803.

When the configuration for each of the articulatable segments isdetermined, LAST SEGMENT check operation 804 transfers processing toSEND COMMAND operation 805. In SEND COMMAND operation 805, the processorin processor module 250 (FIG. 9) sends the at least one command to themotors in endoscope controller 240 to configure the articulatablesegments based upon the yaw and pitch orientations generated in process803. In response to the command or commands, endoscope controller 240configures the articulatable segments so that as these segments roll,the segments are constrained to stay within the boundary region.

The resulting configuration of the articulatable segments maintains theshape of endoscope 100 while the proximal roll is transmitted distally.Method 800 assures that steerable endoscope 100 stays within theboundary region discussed above as the proximal roll is transmitted.

In FIG. 9, elements with the same reference numeral as elements in FIG.2 are the same or equivalent elements. Accordingly, the description ofthose elements with respect to FIG. 2 is incorporated herein byreference for FIG. 9.

System controller 220 (FIG. 2) and system controller 220A (FIG. 9) areillustrated as unified structures for ease of illustration andunderstanding. This is illustrative only and is not intended to belimiting. The various component of system controllers 220 and 220A canbe located apart and still perform the functions described.

The above description and the accompanying drawings that illustrateaspects and embodiments of the present inventions should not be taken aslimiting—the claims define the protected inventions. Various mechanical,compositional, structural, electrical, and operational changes may bemade without departing from the spirit and scope of this description andthe claims. In some instances, well-known circuits, structures, andtechniques have not been shown or described in detail to avoid obscuringthe invention.

Further, this description's terminology is not intended to limit theinvention. For example, spatially relative terms—such as “beneath”,“below”, “lower”, “above”, “upper”, “proximal”, “distal”, and thelike—may be used to describe one element's or feature's relationship toanother element or feature as illustrated in the figures. Thesespatially relative terms are intended to encompass different positions(i.e., locations) and orientations (i.e., rotational placements) of thedevice in use or operation in addition to the position and orientationshown in the figures. For example, if the device in the figures isturned over, elements described as “below” or “beneath” other elementsor features would then be “above” or “over” the other elements orfeatures. Thus, the exemplary term “below” can encompass both positionsand orientations of above and below. The device may be otherwiseoriented (rotated 90 degrees or at other orientations) and the spatiallyrelative descriptors used herein interpreted accordingly. Likewise,descriptions of movement along and around various axes include variousspecial device positions and orientations.

The singular forms “a”, “an”, and “the” are intended to include theplural forms as well, unless the context indicates otherwise. The terms“comprises”, “comprising”, “includes”, and the like specify the presenceof stated features, steps, operations, elements, and/or components butdo not preclude the presence or addition of one or more other features,steps, operations, elements, components, and/or groups. Componentsdescribed as coupled may be electrically or mechanically directlycoupled, or they may be indirectly coupled via one or more intermediatecomponents.

The term “flexible” in association with a mechanical structure orcomponent should be broadly construed. In essence, it means thestructure or component can be bent without harm. For example, a flexiblemechanical structure may include a series of closely spaced componentsthat are similar to “vertebrae” in a snake-like arrangement. In such anarrangement, each component is a short link in a kinematic chain, andmovable mechanical constraints (e.g., pin hinge, cup and ball, and thelike) between each link may allow one (e.g., pitch) or two (e.g., pitchand yaw) degrees of freedom (DOF) of relative movement between thelinks. As another example, a flexible mechanical structure may becontinuous, such as a closed bendable tube (e.g., nitinol, polymer, andthe like) or other bendable piece (e.g., kerf-cut tube, helical coil,and the like). Accordingly, a short, flexible structure may serve as,and be modeled as, a single mechanical constraint (joint) providing oneor more DOFs between two links in a kinematic chain, even though thestructure itself may be a kinematic chain made of several coupled links.

While the memory in FIGS. 2 and 9 is illustrated as a unified structure,this should not be interpreted as requiring that all memory is at thesame physical location. All or part of the memory can be in a differentphysical location than a processor. Memory refers to a volatile memory,a non-volatile memory, or any combination of the two.

A processor is coupled to a memory containing instructions executed bythe processor. This could be accomplished within a computer system, oralternatively via a connection to another computer via modems and analoglines, or digital interfaces and a digital carrier line.

Herein, a computer program product comprises a medium configured tostore computer readable code needed for any one or any combination ofthe operations described with respect to module 232, module 933 or inwhich computer readable code for any one or any combination ofoperations described with respect to modules 232 and 933 is stored. Someexamples of computer program products are CD-ROM discs, DVD discs, flashmemory, ROM cards, floppy discs, magnetic tapes, computer hard drives,servers on a network and signals transmitted over a network representingcomputer readable program code. A tangible computer program productcomprises a tangible medium configured to store computer readableinstructions for any one of, or any combination of operations describedwith respect to modules 232 and 933 or in which computer readableinstructions for any one of, or any combination of operations describedwith respect to modules 232 and 933 are stored. Tangible computerprogram products are CD-ROM discs, DVD discs, flash memory, ROM cards,floppy discs, magnetic tapes, computer hard drives and other physicalstorage mediums.

In view of this disclosure, instructions used in any one of, or anycombination of operations described with respect to modules 232 and 933can be implemented in a wide variety of computer system configurationsusing an operating system and computer programming language of interestto the user.

All examples and illustrative references are non-limiting and should notbe used to limit the claims to specific implementations and embodimentsdescribed herein and their equivalents. The headings are solely forformatting and should not be used to limit the subject matter in anyway, because text under one heading may cross reference or apply to textunder one or more headings. Finally, in view of this disclosure,particular features described in relation to one aspect or embodimentmay be applied to other disclosed aspects or embodiments of theinvention, even though not specifically shown in the drawings ordescribed in the text.

1-20. (canceled)
 21. A surgical system comprising: a steerable medicaldevice comprising a plurality of articulatable segments, wherein eacharticulatable segment of the plurality of articulatable segmentsincludes a serial combination of a plurality of links, wherein each linkof the plurality of links is coupled to an adjacent link of theplurality of links by a joint; a controller coupled to the steerablemedical device, the controller being configured to: receive a rollcommand; determine roll of each of the plurality of articulatablesegments, articulatable segment by articulatable segment, wherein thedetermining decouples the plurality of articulatable segments; and sendat least one command to transmit roll to each of the plurality ofarticulatable segments from a proximal end of the articulatable segmentto the distal end of the articulatable segment while maintaining each ofthe plurality of articulatable segments within a boundary region of thatarticulatable segment, wherein the boundary region is generated by thecontroller.
 22. The surgical system of claim 21, wherein the controllerbeing configured to determine roll further comprises the controllerbeing configured to: generate orientation data of each of the pluralityof articulatable segments.
 23. The surgical system of claim 22, whereinthe controller being configured to generate orientation data furthercomprises the controller being configured to: perform an iterativesolution, using a kinematic model, on an articulatable segment byarticulatable segment basis of each of the plurality of articulatablesegments to generate the orientation data, wherein the orientation datais used in transmitting the roll from the proximal end to the distal endof each articulatable segment of the plurality of articulatablesegments.
 24. The surgical system of claim 22, wherein the controllerbeing configured to generate orientation data further comprises thecontroller being configured to: retrieve a current yaw and a currentpitch of one articulatable segment of the plurality of articulatablesegments; and generate a new yaw and a new pitch of the onearticulatable segment from a proximal roll, the current yaw, and thecurrent pitch of the one articulatable segment.
 25. The surgical systemof claim 21, wherein the boundary region of one articulatable segment ofthe plurality of articulatable segments is different from the boundaryregion of a different articulatable segment of the plurality ofarticulatable segments.
 26. The surgical system of claim 21, thecontroller further being configured to: store in a memory an orderedsequence of locations of the steerable medical device as the steerablemedical device is moved within a patient; analyze the ordered sequenceof locations; output at least one command to constrain one articulatablesegment of the plurality of articulatable segments to stay within theboundary region of that articulatable segment.
 27. The surgical systemof claim 21, wherein the boundary region comprises a tube having across-section.
 28. The surgical system of claim 27, wherein thecross-section comprises one of a circular cross-section, an oblatecross-section, and a rectangular cross-section.